W. P. Carey Inc.
WPC- 交易所
- NYSE
- 產業
- Real Estate Investment Trusts
- SEC CIK
- 0001025378
近 90 天，W. P. Carey Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 905 家機構在 13F 申報持有，市值合計 $128.2 億；沒有大師持有。
2025 年第 3 季 13F 持有人
W. P. Carey Inc. 在 2025/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 819
- 較 2025 年第 2 季 +12 家
- 持有股數
- 1.57 億
- 較 2025 年第 2 季 +242.6 萬 (+1.6%)
- 總市值
- $105.9 億
- 較 2025 年第 2 季 +$9.73 億 (+10.1%)
- 新進機構
- 80
- 另有 300 家加碼
- 清倉機構
- 68
- 另有 281 家減碼
另有 13 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 WPC 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 905 | $128.2 億 |
| 2026 年第 1 季 | 869 | $116.9 億 |
| 2025 年第 4 季 | 857 | $106.2 億 |
| 2025 年第 3 季 | 819 | $105.9 億 |
| 2025 年第 2 季 | 820 | $97.9 億 |
| 2025 年第 1 季 | 823 | $98.2 億 |
| 2024 年第 4 季 | 782 | $81.6 億 |
| 2024 年第 3 季 | 805 | $91.7 億 |
| 2024 年第 2 季 | 784 | $81.6 億 |
| 2024 年第 1 季 | 773 | $87.1 億 |
| 2023 年第 4 季 | 782 | $104.6 億 |
| 2023 年第 3 季 | 746 | $75.9 億 |
| 2023 年第 2 季 | 820 | $92.1 億 |
| 2023 年第 1 季 | 838 | $106.4 億 |
| 2022 年第 4 季 | 855 | $106.0 億 |
| 2022 年第 3 季 | 798 | $93.6 億 |
| 2022 年第 2 季 | 811 | $104.4 億 |
| 2022 年第 1 季 | 785 | $93.7 億 |
| 2021 年第 4 季 | 768 | $93.1 億 |
| 2021 年第 3 季 | 717 | $81.5 億 |
| 2021 年第 2 季 | 698 | $80.9 億 |
| 2021 年第 1 季 | 652 | $72.5 億 |
2025 年第 3 季持有機構
每家機構持有 W. P. Carey Inc. 的股數、市值與佔組合比重；股數變化跟 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 30,625,541 | $20.7 億 | 0.03% | −153,500−0.5% | 減碼 |
| BlackRock, Inc. | 28,055,931 | $19.0 億 | 0.03% | +311,555+1.1% | 加碼 |
| State Street Corp | 12,329,159 | $8.44 億 | 0.03% | +119,817+1.0% | 加碼 |
| Geode Capital Management, LLC | 4,685,298 | $3.16 億 | 0.02% | +79,280+1.7% | 加碼 |
| JPMorgan Chase & Co | 4,671,692 | $3.16 億 | 0.02% | −429,369−8.4% | 減碼 |
| Invesco Ltd. | 3,892,462 | $2.63 億 | 0.04% | +3,139,266+416.8% | 加碼 |
| Massachusetts Financial Services Co | 3,771,487 | $2.55 億 | 0.08% | +55,437+1.5% | 加碼 |
| Dimensional Fund Advisors LP | 3,171,690 | $2.14 億 | 0.05% | +49,992+1.6% | 加碼 |
| Charles Schwab Investment Management Inc | 2,803,719 | $1.89 億 | 0.03% | +34,530+1.2% | 加碼 |
| Northern Trust Corp | 2,626,609 | $1.77 億 | 0.02% | −96,572−3.5% | 減碼 |
| Legal & General Group Plc | 2,570,295 | $1.74 億 | 0.04% | +19,044+0.7% | 加碼 |
| Bank of New York Mellon Corp | 2,154,890 | $1.46 億 | 0.03% | −82,296−3.7% | 減碼 |
| Morgan Stanley | 1,816,629 | $1.23 億 | 0.01% | −27,361−1.5% | 減碼 |
| Equity Investment Corp | 1,582,443 | $1.07 億 | 2.24% | −224,196−12.4% | 減碼 |
| UBS Group AG | 1,546,982 | $1.05 億 | 0.02% | +97,614+6.7% | 加碼 |
| Bank of America Corp | 1,346,490 | $9,098 萬 | 0.01% | +218,500+19.4% | 加碼 |
| Wellington Management Group LLP | 1,130,402 | $7,638 萬 | 0.01% | +1,042,334+1,183.6% | 加碼 |
| APG Asset Management US Inc. | 916,606 | $6,276 萬 | 0.46% | +104,365+12.8% | 加碼 |
| Advisors Capital Management, LLC | 914,969 | $6,182 萬 | 0.77% | +38,981+4.4% | 加碼 |
| Commonwealth Equity Services, LLC | 872,381 | $5,895 萬 | 0.08% | −112,103−11.4% | 減碼 |
| Barclays PLC | 861,430 | $5,821 萬 | 0.02% | +661,572+331.0% | 加碼 |
| HSBC Holdings PLC | 851,077 | $5,748 萬 | 0.03% | +291,671+52.1% | 加碼 |
| Captrust Financial Advisors | 842,106 | $5,690 萬 | 0.12% | +70,572+9.1% | 加碼 |
| LPL Financial LLC | 827,789 | $5,593 萬 | 0.02% | +71,490+9.5% | 加碼 |
| Ameriprise Financial Inc | 824,762 | $5,576 萬 | 0.01% | +40,429+5.2% | 加碼 |
| Victory Capital Management Inc | 731,940 | $4,946 萬 | 0.03% | −18,650−2.5% | 減碼 |
| California Public Employees Retirement System | 726,655 | $4,910 萬 | 0.03% | −132,618−15.4% | 減碼 |
| Robeco Institutional Asset Management B.V. | 712,132 | $4,812 萬 | 0.07% | −112,602−13.7% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 675,376 | $4,564 萬 | 0.03% | +4,931+0.7% | 加碼 |
| First Trust Advisors LP | 656,892 | $4,439 萬 | 0.03% | −79,545−10.8% | 減碼 |
| Rhumbline Advisers | 655,371 | $4,428 萬 | 0.04% | −18,911−2.8% | 減碼 |
| Price T Rowe Associates Inc | 651,816 | $4,404 萬 | 0.00% | +11,311+1.8% | 加碼 |
| Swiss National Bank | 631,151 | $4,265 萬 | 0.02% | −31,700−4.8% | 減碼 |
| Millennium Management LLC | 620,304 | $4,191 萬 | 0.03% | −52,378−7.8% | 減碼 |
| Envestnet Asset Management Inc | 607,668 | $4,106 萬 | 0.01% | −8,616−1.4% | 減碼 |
| Raymond James Financial Inc | 596,163 | $4,028 萬 | 0.01% | −6,045−1.0% | 減碼 |
| Zacks Investment Management | 571,938 | $3,865 萬 | 0.31% | +2,288+0.4% | 加碼 |
| Great West Life Assurance Co | 546,425 | $3,719 萬 | 0.05% | +52,261+10.6% | 加碼 |
| Marshall Wace, LLP | 508,158 | $3,434 萬 | 0.04% | +508,158 | 新進 |
| Principal Financial Group Inc | 486,273 | $3,286 萬 | 0.02% | −10,142−2.0% | 減碼 |
| AQR Capital Management LLC | 483,912 | $3,261 萬 | 0.02% | +247,867+105.0% | 加碼 |
| Private Management Group Inc | 477,509 | $3,227 萬 | 0.96% | −6,756−1.4% | 減碼 |
| Alyeska Investment Group, L.P. | 470,809 | $3,181 萬 | 0.10% | −49,484−9.5% | 減碼 |
| Asset Management One Co.,Ltd. | 457,594 | $3,092 萬 | 0.09% | −6,120−1.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 456,623 | $3,085 萬 | 0.22% | +438,078+2,362.2% | 加碼 |
| Amundi | 446,952 | $3,047 萬 | 0.01% | +60,301+15.6% | 加碼 |
| California State Teachers Retirement System | 424,890 | $2,871 萬 | 0.03% | +47,982+12.7% | 加碼 |
| Nomura Asset Management Co Ltd | 388,913 | $2,628 萬 | 0.07% | +13,470+3.6% | 加碼 |
| Wells Fargo & Company | 384,349 | $2,597 萬 | 0.01% | +2,594+0.7% | 加碼 |
| Public Employees Retirement System of Ohio | 382,385 | $2,584 萬 | 0.08% | −1,943−0.5% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 372,212 | $2,515 萬 | 0.02% | +36,205+10.8% | 加碼 |
| FMR LLC | 371,311 | $2,509 萬 | 0.00% | −179,559−32.6% | 減碼 |
| CWM, LLC | 371,180 | $2,508 萬 | 0.08% | +353,279+1,973.5% | 加碼 |
| Gillson Capital LP | 367,367 | $2,482 萬 | 2.15% | −70,578−16.1% | 減碼 |
| Brown Advisory Inc | 364,001 | $2,460 萬 | 0.03% | −589−0.2% | 減碼 |
| Rakuten Investment Management, Inc. | 212,445 | $2,438 萬 | 0.09% | +212,445 | 新進 |
| Deutsche Bank AG | 358,607 | $2,423 萬 | 0.01% | +5,754+1.6% | 加碼 |
| Cetera Investment Advisers | 354,722 | $2,397 萬 | 0.03% | +77,062+27.8% | 加碼 |
| Berkshire Asset Management LLC | 329,526 | $2,227 萬 | 0.95% | +1,220+0.4% | 加碼 |
| Goldman Sachs Group Inc | 320,180 | $2,163 萬 | 0.00% | +21,180+7.1% | 加碼 |
| Alliancebernstein L.P. | 319,936 | $2,162 萬 | 0.01% | −75,100−19.0% | 減碼 |
| Nuveen, LLC | 316,194 | $2,137 萬 | 0.01% | −4,357−1.4% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 310,200 | $2,116 萬 | 0.03% | +98,706+46.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 311,841 | $2,107 萬 | 0.05% | +178,353+133.6% | 加碼 |
| Franklin Resources Inc | 305,467 | $2,064 萬 | 0.01% | +1,807+0.6% | 加碼 |
| Citigroup Inc | 304,680 | $2,059 萬 | 0.01% | +5,979+2.0% | 加碼 |
| Treasurer of the State of North Carolina | 295,953 | $2,000 萬 | 0.06% | −3,962−1.3% | 減碼 |
| TruWealth Advisors, LLC | 293,304 | $1,982 萬 | 1.00% | +39,347+15.5% | 加碼 |
| Geneos Wealth Management Inc. | 283,065 | $1,913 萬 | 0.49% | −8,763−3.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 283,045 | $1,913 萬 | 0.04% | +169,755+149.8% | 加碼 |
| KLP Kapitalforvaltning AS | 279,500 | $1,910 萬 | 0.08% | −27,800−9.0% | 減碼 |
| Retirement Systems of Alabama | 264,774 | $1,789 萬 | 0.06% | −2,865−1.1% | 減碼 |
| Virginia Retirement Systems Et Al | 258,690 | $1,748 萬 | 0.11% | +6,400+2.5% | 加碼 |
| Two Sigma Investments, LP | 252,883 | $1,709 萬 | 0.03% | +101,531+67.1% | 加碼 |
| Macquarie Group Ltd | 260,266 | $1,692 萬 | 0.02% | +131,474+102.1% | 加碼 |
| Advisor Group Holdings, Inc. | 238,044 | $1,609 萬 | 0.02% | +20,993+9.7% | 加碼 |
| Jain Global LLC | 235,431 | $1,591 萬 | 0.21% | −117,809−33.4% | 減碼 |
| Allianz Asset Management GmbH | 230,112 | $1,555 萬 | 0.02% | −81,234−26.1% | 減碼 |
| Royal Bank of Canada | 227,244 | $1,536 萬 | 0.00% | −24,809−9.8% | 減碼 |
| Achmea Investment Management B.V. | 213,363 | $1,442 萬 | 0.18% | 00.0% | 不變 |
| American Century Companies Inc | 211,986 | $1,432 萬 | 0.01% | +42,294+24.9% | 加碼 |
| CSM Advisors, LLC | 211,089 | $1,426 萬 | 0.40% | −21,424−9.2% | 減碼 |
| Lighthouse Investment Partners, LLC | 210,000 | $1,419 萬 | 0.51% | −55,000−20.8% | 減碼 |
| Carnegie Capital Asset Management, LLC | 208,638 | $1,410 萬 | 0.27% | +17,843+9.4% | 加碼 |
| Pictet Asset Management Holding SA | 201,430 | $1,361 萬 | 0.01% | +30,051+17.5% | 加碼 |
| Renaissance Technologies LLC | 185,800 | $1,255 萬 | 0.02% | +62,800+51.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 182,562 | $1,234 萬 | 0.01% | +1,190+0.7% | 加碼 |
| Sonora Investment Management Group, LLC | 182,282 | $1,232 萬 | 0.87% | −540−0.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 181,007 | $1,223 萬 | 0.02% | −22,768−11.2% | 減碼 |
| Greenland Capital Management LP | 180,815 | $1,178 萬 | 1.73% | +96,783+115.2% | 加碼 |
| Aviva PLC | 174,261 | $1,177 萬 | 0.02% | +11,337+7.0% | 加碼 |
| Korea Investment CORP | 173,730 | $1,174 萬 | 0.02% | +66,300+61.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 167,245 | $1,130 萬 | 0.01% | −8,133−4.6% | 減碼 |
| Truist Financial Corp | 165,278 | $1,117 萬 | 0.02% | +539+0.3% | 加碼 |
| Tectonic Advisors LLC | 163,031 | $1,102 萬 | 0.60% | +163,031 | 新進 |
| New York State Teachers Retirement System | 162,348 | $1,097 萬 | 0.02% | +2,925+1.8% | 加碼 |
| Quantinno Capital Management LP | 161,905 | $1,094 萬 | 0.03% | +25,171+18.4% | 加碼 |
| Davenport & Co LLC | 155,590 | $1,052 萬 | 0.06% | −400.0% | 減碼 |
| AXA Investment Managers S.A. | 151,885 | $1,026 萬 | 0.03% | +151,885 | 新進 |
| Candriam Luxembourg S.C.A. | 151,305 | $1,022 萬 | 0.05% | +3,756+2.5% | 加碼 |